出业绩了，要补涨！

星辰投研2025-07-21

半导体设备板块，两家头部公司中微公司和拓荆科技都发布了中报业绩预告。中微公司25年上半年实现收入49.6亿，同比增长44%，实现扣非净利润5.5亿，同比增长12%。中微公司是国内刻蚀设备公司，下游核心客户包括长江存储，长鑫存储和中芯国际，中微公司在刻蚀设备领域技术非常领先，已经能够实现5nm制程的刻蚀设备。中微公司最近几年积极配合下游存储和逻辑客户进行先进产线设备的研发，2025年上半年公司研发...

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